Charles Powell, financial advisor Hampton VA

Charles Powell

CRD Number: 4872970
Current Firm: Allstate Financial Advisors, LLC

Charles Powell (CRD# 4872970) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Hampton, VA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Allstate Insurance Co Hampton, VA Feb 2013 - Current 7
Powell Custom Financial Management LLC Hampton, VA Feb 2013 - Current 7
Waddell & Reed, Inc. Virginia Beach, VA Mar 2011 - Feb 2013 1
Various Insurance Carriers For W&r Insurance Agencies Poquoson, VA Mar 2011 - Feb 2013 1
Nylife Securities Inc. Norfolk, VA Nov 2004 - Mar 2011 6
New York Life Insurance Company Norfolk, VA Oct 2004 - Mar 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2005
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Charles G. Powell
Phone Number: 877-232-2142
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    37
    MILLIONS
  • Total Number of Accounts
    208
    ACCOUNTS
  • Average Account Value
    $180,174
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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